What software do you recommend for automating follow-up emails through PipeDrive?

Hi Everyone,

I'm looking for recommendations for software that will allow my sales team to send automated follow-up emails to those new prospects we put into PipeDrive. I've also heard of software that allows for automated LinkedIn messages. Can this be done through Pipedrive? I appreciate any advice!

Thank you,

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited November 2020 #2

    Thomas,

    The answer will vary depending on your exact usecases.

    For something basic, Mailchimp + Outfunnel will work.

  • Shobhit Gaur
    Shobhit Gaur Posts: 136
    Second Anniversary Photogenic Integration Partner
    edited November 2020 #3

    Hey @Thomas Wagner,  I recommend Outplay, one of the top rated software that specializes in email (& multi-touch) sales outreach that integrates natively with Pipedrive. This means your sales team can now do intelligent email follow-ups, reach out to prospects on LinkedIn (& even Twitter), make intelligent sales sequences that also make use of SMS, calls, and every other channel to have genuine conversations at scale.

    One more crucial thing, with the help of Pipedrive-Outplay integration you will also be able to see the results of your outreach in Pipedrive on a granular basis.

    Outplay is part of the top 5 top-rated apps on Pipedrive Marketplace, you can check out all the reviews that other Pipedrive users have left right here -

    https://marketplace.pipedrive.com/app/outplay/6d1d318eb8e17b9f

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #4

    Hi @Thomas Wagner !

    Depending on the level of complexity of the email follow-up you want to set up, I would different Pipedrive features.

    If you're looking for something relatively simple (for example, send a welcome email when contact is added, send a thank you email when deal is won, etc) I suggest you use our Workflow Automation, which marry well with our Email Templates too. Learn all about it:

     

    If you want to create a more sophisticated system, then I recommend Mailigen. Mailigen is a powerful email marketing and automation solution that allows you to create email sequences, drip campaigns, email marketing, SMS campaigns, among others. 

    With a native integration that syncs your contacts from Pipedrive, this is a powerful set of tools that bring Sales and Marketing teams together. 

    I can also tell you that in the coming months there might be interesting new features coming up in our Workflow Automations, so stay tuned. 😉

    Sign up for a free trial here and learn more about it in the Support Knowledge Base.
     

    https://pipedrive.hubs.vidyard.com/watch/SLgFmNi4R3GVEXiSQE4KMx

     

    To sync with LinkedIn I suggest you take a look at the integration platforms and lead generation integrations available in our marketplace, as they allow you to transfer data outside the scope of our own native features. 

    Hope that helps!

  • John Shelburne
    John Shelburne Posts: 47
    edited December 2020 #5

    Quick answer: Mailigen. Don't even mess around with other systems......I went thru hell trying to setup Mailchimp and MPZ to integrate with Pipedrive. It's great value and seamlessly integrated so your not working with another service. Mailchimp has become ridiculous. I have no idea what to do on it b/c they are pitching me on building a site. I wasn't looking for a WIX wannabe when I signed up.

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited January 4 #6

    Hi @Thomas Wagner !

    Depending on the level of complexity of the email follow-up you want to set up, I would different Pipedrive features.

    If you're looking for something relatively simple (for example, send a welcome email when contact is added, send a thank you email when deal is won, etc) I suggest you use our Workflow Automation, which marry well with our Email Templates too. Learn all about it:

     

    If you want to create a more sophisticated system, then I recommend Mailigen. Mailigen is a powerful email marketing and automation solution that allows you to create email sequences, drip campaigns, email marketing, SMS campaigns, among others. 

    With a native integration that syncs your contacts from Pipedrive, this is a powerful set of tools that bring Sales and Marketing teams together. 

    I can also tell you that in the coming months there might be interesting new features coming up in our Workflow Automations, so stay tuned. 😉

    Sign up for a free trial here and learn more about it in the Support Knowledge Base.
     

    https://pipedrive.hubs.vidyard.com/watch/SLgFmNi4R3GVEXiSQE4KMx

     

    To sync with LinkedIn I suggest you take a look at the integration platforms and lead generation integrations available in our marketplace, as they allow you to transfer data outside the scope of our own native features. 

    Hope that helps!

    Mailigen is closing down

    These past 12 years have been an amazing ride, for which I’m incredibly grateful. I started Mailigen with a vision to offer streamlined, no-fuss marketing automation software to businesses that increasingly relied on communication to reach new audiences.

    Following our merger of Mailigen with Pipedrive, established thanks to a shared vision, we started working on a native email marketing solution, Campaigns by Pipedrive. Our goal is to bring sales and marketing teams together under one roof for aligned business communication and improved revenue potential.

    It is now time for our team to focus on this new solution, which we believe our customers will find incredibly helpful.

    You can sign up for the Campaigns waitlist here. 

    As Campaigns is sharing the same data that you already have in Pipedrive, there is no need for syncing and the platform will be much easier to use going forward.